Insert your name and RICS membership number here

RICS Assessment of Professional Competence (APC) Submission

Template – Quantity Surveying and Construction

Candidate details

Candidate name: Please attach (import

electronically or glue or
staple) a clear,
RICS membership number: professional and recent
photograph.
Date of birth:
(Note: Passport sized
Pathway: Quantity Surveying and Construction
and in the last 6
Employer / Organisation: months).
Case study title:
I confirm that:
I have read the applicant, or candidate guide, and declare that I
have completed my submission documents in line with the
requirements. I have met the competencies and levels as
required. I understand what plagiarism is and am aware of the
RICS policy. I declare that this submission is my own work; it
Candidate declaration: represents my own learning, and was written by me in my own
words. I declare where other sources of information have been
used, I have acknowledged and referenced this. I understand that
failing to acknowledge other materials will be treated as
plagiarism. There is no requirement to reference RICS materials
relating to the assessment of professional competence. This
includes pathway guides, and applicant or candidate guides.
Candidate signature and
date:
ASSESSOR USE ONLY –
RESULT (Please write clearly
in the box if this is a pass or
refer):

Counsellor/Supervisor details

By countersigning this document you confirm that to the best

of your knowledge that the candidate has understood the
Counsellor declaration: requirements and this document complies with RICS
guidance.
You are also confirming that the content of this submission is

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a true representation of the candidates own, unaided work

and involvement in the projects detailed herein. 

Counsellor name:

Counsellor signature:

RICS membership number:

Supervisor name: (optional role)

Supervisor signature:

RICS membership number: (if

applicable)

Submission checklist

Checklist Candidate – to tick box to confirm complete

Qualification and Employment Information: ☐
Summary of experience: ☐

Case study: ☐

CPD: ☐

Ethics certificate: ☐
Log book (if a period of structured training ☐
is required):

Summary of competencies and levels required

Please select the core and optional competencies you have chosen to meet this
pathway and the level required.

Core competencies Level required

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Choose your competency

Choose your competency

Choose your competency

Choose your competency

Choose your competency

Choose your competency

Optional competencies chosen Level required

Choose your competency

Choose your competency

Qualification and Employment Information

Please insert more rows or delete as applicable

Academic qualification(s) (higher education)

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Name of Academic Qualification and Subject Date achieved

Institution

Professional body membership(s)

Professional body Grade Date achieved

Employment history
Start with the most recent. Include all relevant roles.

Employer Position/job title Date from Date to

Overview of scope and responsibilities:

Employer Position/job title Date from Date to

Overview of scope and responsibilities:

Employer Position/job title Date from Date to

Overview of scope and responsibilities:

Quantity Surveying and Construction Pathway

You must refer to your Quantity Surveying and Construction pathway guide and candidate guide to
understand the requirements of this section. Please complete the required number of competencies
for your chosen pathway to the specified level in the format outlined below. You must delete the
prompt text within the Summary of Experience boxes when complete.

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Summary of Experience - Mandatory Competencies (1500 words in total)

Competency Level Summary of Experience

Conduct rules, 1 Provide a statement of learning, linking wherever relevant to your

ethics and CPD record.
professional 2 Provide a statement of the range of experience achieved and
practice include real-life project/process example(s) relevant to this
competency.
3 Provide a detailed statement of advice given and include real-life
project / process example(s) where YOU have given advice.

Competency Level Summary of Experience

Client care 1 Provide a statement of learning, linking wherever relevant to your
CPD record.
2 Provide a statement of the range of experience achieved and
include real-life project/process example(s) relevant to this
competency.

Competency Level Summary of Experience

Communication and 1 Provide a statement of learning, linking wherever relevant to your
negotiation CPD record.
2 Provide a statement of the range of experience achieved and
include real-life project/process example(s) relevant to this
competency.

Competency Leve Summary of Experience

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Health and safety 1 Provide a statement of learning, linking wherever relevant to your
CPD record.
2 Provide a statement of the range of experience achieved and
include real-life project/process example(s) relevant to this
competency.

Competency Leve Summary of Experience

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Accounting 1 Provide a statement of learning, linking wherever relevant to your
principles and CPD record.
procedures

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Competency Leve Summary of Experience

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Business planning 1 Provide a statement of learning, linking wherever relevant to your
CPD record.

Competency Level Summary of Experience

Conflict avoidance, 1 Provide a statement of learning, linking wherever relevant to your
management CPD record.
and dispute
resolution
procedures

Competency Level Summary of Experience

Data management 1 Provide a statement of learning, linking wherever relevant to your
CPD record.

Competency Level Summary of Experience

Sustainability 1 Provide a statement of learning, linking wherever relevant to your
CPD record.

Competency Level Summary of Experience

Teamworking 1 Provide a statement of learning, linking wherever relevant to your
CPD record.

Total word count for mandatory competencies (Maximum 1500 words) -

Summary of Experience - Technical Competencies

You are required to write a maximum of 4000 words in total for your technical competencies,
this includes the core and optional competencies.

Please complete the required number of competencies for your chosen pathway to the specified
level in the format outlined below.

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Core competencies

Please note if you are a Contractor you will probably choose Commercial Management of
Construction to Level 3 and then complete the other core competencies. If you are a Quantity
Surveyor working for a private practice you will probably choose Design Economics and
Cost Planning to Level 3 and then complete the other core competencies.

For Level 3 competencies follow this format below:

Competency Level Summary of Experience
1 Provide a statement of learning, linking wherever relevant to your
CPD record.
Choose your competency
2 Provide a statement of the range of experience achieved and
include real-life project/process example(s) relevant to this
competency.
3 Provide a detailed statement of advice given and include real-life
project / process example(s) where YOU have given advice.

Competency Level Summary of Experience

1 Provide a statement of learning, linking wherever relevant to your
CPD record.
Contract practice
2 Provide a statement of the range of experience achieved and
include real-life project/process example(s) relevant to this
competency.
3 Provide a detailed statement of advice given and include real-life
project / process example(s) where YOU have given advice.

Competency Leve Summary of Experience

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1 Provide a statement of learning, linking wherever relevant to your
CPD record.
Construction
technology and 2 Provide a statement of the range of experience achieved and
environmental include real-life project/process example(s) relevant to this
services competency.
3 Provide a detailed statement of advice given and include real-life
project / process example(s) where YOU have given advice.

Competency Level Summary of Experience

1 Provide a statement of learning, linking wherever relevant to your

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Procurement and CPD record.

tendering 2 Provide a statement of the range of experience achieved and
include real-life project/process example(s) relevant to this
competency.
3 Provide a detailed statement of advice given and include real-life
project / process example(s) where YOU have given advice.

Competency Level Summary of Experience

1 Provide a statement of learning, linking wherever relevant to your

CPD record.
Project financial
control and 2 Provide a statement of the range of experience achieved and
reporting include real-life project/process example(s) relevant to this
competency.
3 Provide a detailed statement of advice given and include real-life
project / process example(s) where YOU have given advice.

Competency Level Summary of Experience

1 Provide a statement of learning, linking wherever relevant to your

CPD record.
Quantification and
costing of 2 Provide a statement of the range of experience achieved and
construction works include real-life project/process example(s) relevant to this
competency.
3 Provide a detailed statement of advice given and include real-life
project / process example(s) where YOU have given advice.

Optional competencies

For the Quantity Surveying and Construction pathway you must select two competencies to
Level 2. Please choose your competencies from the full dropdown lists available below.

Please note you can only choose one out of:

Commercial management of construction or Design economics and cost planning (whichever is not
selected as a core competency)

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Please note you can only choose one out of:

Conflict avoidance, management and dispute resolution procedures or Sustainability (you cannot
select both)

For Level 2 competencies follow this format below:

Competency Level Summary of Experience
1 Provide a statement of learning, linking wherever relevant to your
CPD record.
Choose your competency
2 Provide a statement of the range of experience achieved and
include real-life project/process example(s) relevant to this
competency.

Competency Level Summary of Experience

1 Provide a statement of learning, linking wherever relevant to your
CPD record.
Choose your competency
2 Provide a statement of the range of experience achieved and
include real-life project/process example(s) relevant to this
competency.

Total word count for technical competencies (Maximum 4000 words) -

Case study

Submit one case study with a maximum of 3000 words. The focus of the case study must be on a
single project or piece(s) of work undertaken in the last 24 months. The project you choose MUST
allow you to demonstrate technical competencies from your chosen pathway, and how you used the
competency skills. It must be written as a professional report including all the components
below. The confidentiality statement must be completed to confirm consent has been
approved. If you cannot get consent you should disguise all facts that might otherwise make
the project identifiable. (You must delete the case study prompt text when complete).

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Name of case study:

Date the project or piece(s) of work were carried out:

Confidentiality statement

The following case study contains confidential information included for the purpose of the

Assessment of Professional Competence. (Insert company), hereinafter termed (Insert either

“The client/ My company/Board or Director”) and (Insert company) have given their consent to

disclose details for the case study on the basis that the information is not to be used for any other

purpose or by any person other than those authorised by the Royal Institution of Chartered

Surveyors (e.g. RICS staff and assessors).

Contents:
1. Introduction
2. My Approach
3. My Achievements
4. Conclusion
5. Appendix A – Competencies Achieved
6. Appendix B – Project Photographs/Plans
Total word count: xxxx words (Not including content list or Appendices)

1. Introduction
In this section you should provide a summary of the project and what your role was in the project.
Please include the following:

• What did you do?

• What was your level of responsibility?

• Who were the stakeholders?

• What was the timeline?

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(Suggested word count – 500 words)

2. My Approach
In this section you should describe the key issues or challenges on the project. You may write about
one or more key issues but remember you only have a limited word count for the case study.

Explain the issues to make it clear to the assessors why it became a challenge for you. Explain the
options you considered and the solutions that you identified. Explain why some of the options were
not feasible.

3. My Achievements
In this section you should describe what you achieved, how you achieved this and what your
involvement was. Demonstrate your ability to think logically, laterally and professionally giving
examples of where you gave reasoned advice to a client for your level 3 competencies.

4. Conclusion
Click here to enter text. In this section you need to reflect and critically analyse your performance.
Make reference to the lessons you have learnt and what you would do differently next time.

Total word count for your case study (Maximum 3000 words) -

Appendix A - Competencies demonstrated in this case study

Please insert the mandatory, core technical and optional technical competencies demonstrated in
your case study. Please follow the format below and add more rows if required, simply use copy
and paste.
Mandatory Core Optional

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Appendix B, C etc

You may insert illustrations, photographs or plans to this section. Please keep the attachments to a

minimum ensuring they are relevant to the case study. Remember you need to use your appendices

to support your case study and enhance the information you have provided. If it is not relevant don’t

use it.

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Continuing Professional Development (CPD) Record

If you are undertaking structured training you must complete a minimum of 48 hours per 12 months
of structured training. If you are not required to complete structured training, you need to
demonstrate a minimum of 48 hours in the 12 months prior to you final assessment. If you are
required to take a preliminary review you must demonstrate a minimum of 48 hours in the 12
months prior to your review and you must maintain an up to date CPD record prior to your final
assessment. At least 50% of your CPD must be dedicated to formal development. Please follow the
format below and add more rows if required, simply use copy and paste. (Remember to delete the
prompt text when complete).
Date CPD Hours
Activity type: [Private study, organised or structured learning,
research, work based learning, seminar or course etc]
Purpose: [Why did you do this learning? What did you aim to

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learn]
Description: [What is the course called? What does it state it will
cover?]
Learning outcomes: [What did you learn? What was the outcome
of attending the training?]
Formal or Informal?
Activity type: [Private study, organised or structured learning,
research, work based learning, seminar or course etc]
Purpose: [Why did you do this learning? What did you aim to
learn]
Description: [What is the course called? What does it state it will
cover?]
Learning outcomes: [What did you learn? What was the outcome
of attending the training?]
Formal or Informal?
Activity type: [Private study, organised or structured learning,
research, work based learning, seminar or course etc]
Purpose: [Why did you do this learning? What did you aim to
learn]
Description: [What is the course called? What does it state it will
cover?]
Learning outcomes: [What did you learn? What was the outcome
of attending the training?]
Formal or Informal?
Activity type: [Private study, organised or structured learning,
research, work based learning, seminar or course etc]
Purpose: [Why did you do this learning? What did you aim to
learn]
Description: [What is the course called? What does it state it will
cover?]
Learning outcomes: [What did you learn? What was the outcome
of attending the training?]
Formal or Informal?
Activity type: [Private study, organised or structured learning,
research, work based learning, seminar or course etc]
Purpose: [Why did you do this learning? What did you aim to
learn]
Description: [What is the course called? What does it state it will
cover?]
Learning outcomes: [What did you learn? What was the outcome
of attending the training?]
Formal or Informal?
Activity type: [Private study, organised or structured learning,
research, work based learning, seminar or course etc]
Purpose: [Why did you do this learning? What did you aim to
learn]
Description: [What is the course called? What does it state it will
cover?]
Learning outcomes: [What did you learn? What was the outcome
of attending the training?]
Formal or Informal?

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Activity type: [Private study, organised or structured learning,

research, work based learning, seminar or course etc]
Purpose: [Why did you do this learning? What did you aim to
learn]
Description: [What is the course called? What does it state it will
cover?]
Learning outcomes: [What did you learn? What was the outcome
of attending the training?]
Formal or Informal?
Activity type: [Private study, organised or structured learning,
research, work based learning, seminar or course etc]
Purpose: [Why did you do this learning? What did you aim to
learn]
Description: [What is the course called? What does it state it will
cover?]
Learning outcomes: [What did you learn? What was the outcome
of attending the training?]
Formal or Informal?

Total number of formal CPD hours:

Total number of informal CPD hours:
Grand total of CPD hours:

Additional documentation

Please attach the following supporting documentation to your submission making sure it is clear
when each section of your submission starts.

 Ethics certificate
 Log book (if a period of structured training is required)

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